JF

Jump Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 23.77%
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$25.4M
3
+$25.2M
4
NEE icon
NextEra Energy
NEE
+$16.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.3M

Top Sells

1
+$26M
2
+$21.8M
3
+$15.6M
4
IR icon
Ingersoll Rand
IR
+$14.4M
5
V icon
Visa
V
+$11.9M

Sector Composition

1 Technology 13.95%
2 Healthcare 12.79%
3 Industrials 11.63%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$198K 0.01%
+29,580
1527
$197K 0.01%
41,752
-25,648
1528
$197K 0.01%
+6,906
1529
$197K 0.01%
11,807
-1,693
1530
$197K 0.01%
+44,977
1531
$195K 0.01%
76,237
+65,884
1532
$195K 0.01%
32,149
+16,449
1533
$194K 0.01%
22,825
+5,125
1534
$194K 0.01%
+20,153
1535
$193K 0.01%
37,408
+23,708
1536
$192K 0.01%
+86,429
1537
$191K 0.01%
+18,700
1538
$191K 0.01%
23,657
-31,241
1539
$190K 0.01%
26,300
-25,000
1540
$190K 0.01%
29,243
-21,877
1541
$190K 0.01%
10,212
-141,566
1542
$189K 0.01%
15,000
+2,900
1543
$187K 0.01%
15,800
-9,600
1544
$187K 0.01%
64,631
+43,063
1545
$186K 0.01%
12,382
-25,418
1546
$186K 0.01%
12,700
+286
1547
$185K 0.01%
+12,864
1548
$184K 0.01%
+12,520
1549
$183K 0.01%
+18,000
1550
$183K 0.01%
14,452
+2,572
60 61
62
63 64